RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
E•••• A••• C••
- Title
- President & Founderreportedmagnoliawm.comfirm site, Sep 16, 2026
- Professional profile
- magnoliawm.com/team/edwin-coxreportedmagnoliawm.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- M••••••• W••••• M••••••••• L•• independent RIA currentsince Aug 13, 2018 · Dothan, Al
- J• W• C••• A•••••••• I••• BD affiliatedJun 12, 2015 to Oct 16, 2018 · Dothan, Al
- S••••• F•••••••• G•••• I•• formerMay 27, 2015 to Jun 12, 2015 · Dothan, Al
- J• W• C••• A•••••••• I••• to M••••••• W••••• M••••••••• L••left Oct 16, 2018, registered Aug 13, 2018 (-64 days) · RIA to RIA
- S••••• F•••••••• G•••• I•• to J• W• C••• A•••••••• I•••left Jun 12, 2015, registered Jun 12, 2015 (0 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address